Altigo Pricing for Reps and Advisors

Billed monthly

Billed annually

FREE

one rep/advisor user

Unlimited access to approved offerings from all Altigo partner asset managers

Single advisor + 1 assistant login

Altigo-branded portal

Electronic subscription documents

DocuSign routing to client, advisor and asset manager

Custodian forms included

Reusable client profile data

per rep/advisor user

Includes all features in Basic package, PLUS:

Firm-branded portal

Firm-branded DocuSign

DocuSign routing to home office

Proprietary firm document setup and integration
(up to 5)